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Associate, Financial Planning

3 hours ago

Winnipeg, Canada Wellington-Altus Full time

A reputable financial services firm in Winnipeg is seeking an Associate in Financial Planning to support personalized financial planning and relationship management. The role involves managing client financial plans, conducting meetings, and providing tailored investment advice. The ideal candidate should possess a bachelor's degree and relevant experience in financial services, demonstrating strong analytical and communication skills. This position demands a commitment to ethical standards and the ability to thrive in a dynamic environment.
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